See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,699 | $101,724-26.6% | $164,813-54.7% | $80,856-7.6% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 16.05% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,193 | $2,953+42.0% | $4,341-3.4% | $2,755+52.2% |
| Participant deferral / active EE | $8,505 | $4,477+90.0% | $6,031+41.0% | $4,296+98.0% |
| Admin fee / account holder | $508 | $8,227-93.8% | $12,690-96.0% | $6,918-92.7% |